Flexible budget (form)
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
Click Cost accounting > Journals > Flexible budgeting.
Use this form to create, maintain, and view the whole budget planning process. This form is the main navigation form for all your work regarding the flexible budget.
Note
When you create a new plan, you must select a budget model and specify a posting year. You can create only one flexible budget per posting year and budget model. The transaction years correspond to the periods in the ledger account section. A period must have been previously created, but it does not have to be open. If you need more than one plan per year, you must create several budget models.
Task that uses this form
Navigating the form
The following tables provide descriptions for the controls in this form.
Tab
Tab |
Description |
|---|---|
Enter, maintain, and view the budget model, the fiscal year, and other settings for the flexible budgets. |
|
View all settings for the flexible budget. |
Buttons
Button |
Description |
|---|---|
Plan values |
Open the Plan cost values form to enter budget values. |
Workload |
Create, maintain, and view the work load for the various dimensions. |
Calculation |
Calculate the plan allocations and cost rate calculations. |
Transfer balances |
Transfer actual balances on the various cost and service categories to the flexible budget. |
Fields
Field |
Description |
|---|---|
Flexible budget model |
Select a flexible budget model. |
Budget model |
Select or view a budget model. |
Fiscal year |
Select a fiscal year. Note You can use the budget model only one time per fiscal year. To create more than one plan, you must create several forecast models. |
Locked |
Select this check box to prevent any changes to the flexible budget. |
Calculated |
This check box is read-only and indicates whether the plan is already calculated. |
Calculation version |
Select a calculation version to calculate the flexible budget. |
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).